Sterling Capital Management’s Helios Technologies HLIO Stock Holding History

Sterling Capital Management’s Portfolio HLIO Stock Details HLIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$923K	Sell	10,343 -485	-4%	-$37.2K	0.02%	579
2026 Q1	$701K	Sell	10,828 -16,530	-60%	-$1.11M	0.01%	622
2025 Q4	$1.46M	Buy	27,358 +25,060	+1,091%	+$1.35M	0.02%	507
2025 Q3	$120K	Buy	2,298 +1,402	+156%	+$65.5K	﹤0.01%	1471
2025 Q2	$29.9K	Buy	896 +691	+337%	+$20.8K	﹤0.01%	1654
2025 Q1	$6.58K	Sell	205 -156	-43%	-$6.29K	﹤0.01%	2021
2024 Q4	$16.1K	Buy	361 +301	+502%	+$14.9K	﹤0.01%	1942
2024 Q3	$2.86K	Buy	+60	New	+$2.64K	﹤0.01%	2015

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sterling Capital Management's HLIO Position: Q2 2026 in Review

Sterling Capital Management reduced its Helios Technologies (HLIO) stake by 4.5% in Q2 2026, selling an estimated $37.2K and leaving 10,343 shares worth $923K. The position accounts for 0.02% of the portfolio, ranked #579.

Sterling Capital Management first reported a position in HLIO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q4 2025. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Sterling Capital Management held 10,343 shares of Helios Technologies worth $923K as of Q2 2026.
Sterling Capital Management sold 485 Helios Technologies shares in Q2 2026, an estimated $37.2K.
Helios Technologies made up 0.02% of Sterling Capital Management's portfolio in Q2 2026, its #579 holding.
Sterling Capital Management first reported a position in Helios Technologies in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Helios Technologies position peaked at $1.46M in Q4 2025.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.